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Institution: The semiconductor wafer foundry price hikes are continuing—moving from a buyer’s market of “rushing to secure customers” to a seller’s market where suppliers set the pricing.

MarsBitNews
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Mars Finance news: Donghai Securities said that the two largest semiconductor foundry leaders, TSMC and Samsung Electronics, have both launched a new round of pricing adjustments, with the current wave of price hikes rippling down to downstream foundry segments. TSMC has notified key customers including Nvidia, Apple, and AMD, and plans to raise the prices of its 3nm, 5nm, and 7nm process nodes by 5%-10%, covering more than 70% of its foundry revenue. Samsung Electronics followed suit, raising the new customer supply prices by about 15% for 4nm and 5nm advanced process nodes and some automotive-grade 8nm process. Unlike the past practice where prices were gradually reduced after yields stabilized, the main drivers of this round of price hikes are that AI chip orders continue to expand, causing advanced process capacity to remain fully utilized for the long term; this is compounded by the impact of HBM capacity crowding and rising R&D and equipment investment costs for next-generation processes such as 2nm. As a result, market supply-demand balance and the allocation of investment costs have replaced process maturity as the dominant factors in pricing. TSMC has led the trend of resetting node prices based on market conditions, while Samsung has been more about normalizing prices for specific high-demand nodes. Although the two strategies differ, both reflect that foundry is shifting from a buyer’s market of “racing to secure customers” to a seller’s market where suppliers lead pricing. (Caixin)
TSM-2.94%
NVDA-3.53%
AAPL0.66%
AMD-4.22%
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